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Valuation Analyst
Jul 3, 2026 · bearish
$NVDA$MSFT$INTC
(https://news.google.com/rss/articles/CBMibkFVX3lxTFB4dW1VeVBEMjBRN3RuNl9mY3ZuSDViY202Z1dOTHRMc1RUTTBmNXJpYV9LaDlRaXg5QlBWN21TalQ1WkwxRGVlU1BKN0RJOWpuaG80WkwyaUl4ZTJrN2VoaHFrZGYwczctdXl0Yk13) because capex on compute is substituting for capex on growth. NVDA's $61.8B annual FCF is being pulled by cloud vendors burning cash on GPU farms instead of hiring, expanding data centers for actual workloads, or deploying real applications.

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